William McAtee
Relationship Manager – Advisor Development Program (ADP)
- Role
- Advisor Development Program at Bank of America
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About William McAtee
As a scholar athlete at Clemson University, I have lots of experience with time…
Experience
Advisor Development Program
Jun 2025 — Present · Charlotte, NC, US
The Advisor Development Program is a multi-stage rotational experience designed to build a strong foundation in banking, lending, and investing, with the goal of becoming a Merrill Financial Advisor.Key Responsibilities: • Support clients in a Bank of America financial center, delivering tailored banking and lending solutions • Build expertise across core financial services while working closely with relationship managers and client teams • Engage with clients across wealth bands and deepen financial relationships through holistic advice • Develop business development skills and begin licensing preparation (SIE, Series 7, and Series 66) • Participate in training and mentorship from industry experts and senior advisorsThis program blends real-world client experience with in-depth training to prepare participants for long-term success as wealth management professionals within Merrill.
Education
Clemson University
Business, Finance
2020
Clemson University MBA Programs
Master of Business Administration - MBA
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